Original filing (PDF)20250619162515NAL0004917248001

S.O.M. MANAGEMENT, LLC DBA CBA BEAUMONT

Name: S.O.M. MANAGEMENT, LLC DBA CBA BEAUMONT — CBA BEAUMONT 401(K) PLAN, Form 5500 (2024)
Creator: S.O.M. MANAGEMENT, LLC DBA CBA BEAUMONT

Form 5500-SF

FILING_RECEIVED

CBA BEAUMONT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$107K

Net assets (EOY)

$107K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.O.M. MANAGEMENT, LLC DBA CBA BEAUMONT.

Plan sponsor

Name

S.O.M. MANAGEMENT, LLC DBA CBA BEAUMONT

EIN

47-4223794

Address

6140 DELAWARE STREET · BEAUMONT, TX · 77706

Phone

(409) 489-3070

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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